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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
401
Kestra Advisory Services
Texas
$344K +$1.94K +33 +0.6%
MAS
402
Meeder Advisory Services
Ohio
$342K +$3.41K +58 +1%
IA
403
IFP Advisors
Florida
$341K -$470 -8 -0.1%
Capstone Investment Advisors
404
Capstone Investment Advisors
New York
$340K +$298K +5,070 +710%
PCS
405
Personal CFO Solutions
New Jersey
$336K +$336K +5,717 New
Cetera Investment Advisers
406
Cetera Investment Advisers
Illinois
$335K +$2.59K +44 +0.8%
EWM
407
Executive Wealth Management
Michigan
$334K -$10.5K -179 -3%
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$323K +$19.7K +336 +7%
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$319K +$6.35K +108 +2%
NRD
410
Nebula Research & Development
New York
$306K +$306K +5,217 New
BG
411
Benedetti & Gucer
Georgia
$298K +$11.8K +200 +4%
PSC
412
Portman Square Capital
United Kingdom
$296K +$296K +5,044 New
IWC
413
Integrated Wealth Concepts
Massachusetts
$290K +$290K +4,940 New
SFA
414
Sequoia Financial Advisors
Ohio
$289K +$11.8K +201 +4%
CCM
415
Coldstream Capital Management
Washington
$288K +$3.76K +64 +1%
GLA
416
Great Lakes Advisors
Illinois
$288K -$4.23K -72 -1%
VFA
417
Values First Advisors
Tennessee
$288K -$3.53K -60 -1%
AIMCA
418
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$288K
BTI
419
Blue Trust Inc
Georgia
$285K -$101K -1,645 -26%
OLVIG
420
Oliver Lagore Vanvalin Investment Group
Michigan
$282K
SOAMC
421
Spirit of America Management Corp
New York
$282K +$250K +4,250 +773%
PWMG
422
Pinnacle Wealth Management Group
Michigan
$281K -$58.8K -1,000 -17%
BMCM
423
Bryn Mawr Capital Management
Pennsylvania
$280K
B
424
Bailard
California
$279K -$1.7K -29 -0.6%
AWCI
425
Alpine Woods Capital Investors
New York
$279K